Toth Financial Advisory’s Smith & Nephew SNN Stock Holding History

Toth Financial Advisory’s Portfolio SNN Stock Details SNN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-200	Closed	-$6.45K	–	840
2023 Q2	$6.45K	Hold	200	–	–	﹤0.01%	521
2023 Q1	$5.58K	Hold	200	–	–	﹤0.01%	532
2022 Q4	$5.38K	Hold	200	–	–	﹤0.01%	498
2022 Q3	$5K	Hold	200	–	–	﹤0.01%	556
2022 Q2	$6K	Hold	200	–	–	﹤0.01%	495
2022 Q1	$6K	Hold	200	–	–	﹤0.01%	527
2021 Q4	$7K	Hold	200	–	–	﹤0.01%	531
2021 Q3	$7K	Hold	200	–	–	﹤0.01%	529
2021 Q2	$9K	Hold	200	–	–	﹤0.01%	471
2021 Q1	$8K	Hold	200	–	–	﹤0.01%	487
2020 Q4	$8K	Hold	200	–	–	﹤0.01%	430
2020 Q3	$8K	Hold	200	–	–	﹤0.01%	397
2020 Q2	$8K	Buy	+200	New	+$7.92K	﹤0.01%	377

Other funds holding SNN

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return